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What is Acterys?

Acterys is the leading platform for dynamic Financial Planning & Analytics (FP&A) transformation with Power BI & Excel.

Acterys is the leading platform for dynamic Financial Planning & Analytics (FP&A) transformation with Power BI and Excel.

Trusted by 700+ organizations around the world to enable rapid process improvements, a clear picture of present and future as well as significant savings.

Get started in minutes and:

automate the integration process for nearly any data source (ERP/ accounting / SaaS solutions) with “One-Click” Apps and Acterys’ revolutionary "Instant Link" technology
experience the power of the Acterys engine that adds unparalleled planning and forecasting features to the standard SQL Server platform in the cloud or on-premise.
profit from best practice finance/operations planning, forecasting as well as legal consolidation processes tailored exactly to your needs with 8 Power BI custom visuals and a smart Excel Add-on

It enables instant clarity for present & future through automating data integration processes for major ERP and SaaS solutions. On top of the single version of the truth data model the solution offers out of the box templates for all areas of planning that can be easily customized by business users in their familiar environments like Power BI & Excel.

With the new Acterys Instant Link users can connect nearly any source, generate an optimal data warehouse model that is immediately "write back enabled" and planning-enabled with the ground-breaking planning functionalities in the 8 Acterys Power BI Custom Visuals and Excel Add-in.

Acterys Awards

Acterys currently scores 85/100 in the Budgeting & Tracking category. This is based on user satisfaction (92/100), press buzz (37/100), recent user trends (falling), and other relevant information on Acterys gathered from around the web.

The score for this software has improved over the past month. What is this?

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Budgeting & Tracking Market Radar

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Acterys Product Overview

  • No more spreadsheet nightmares: Acterys completely replaces labour intensive, menial spreadsheet maintenance with interactive dashboards and digital workflows that immensely reduce the time frame for budgeting, forecasting and legal consolidation processes to a matter of hours. N

  • o more spreadsheet nightmares 2 Acterys replaces weeks of menial spreadsheet work while offering much improved insights through better visualization options and artificial intelligence insights.

  • "Out of the box" best practice: An extensive set of proven reference models is available that cover a wide variety of corporate performance management / FP&A aspects for example: legal consolidation, cost center, HR, CAPEX, Cash Flow planning among others.

  • As opposed to forcing users to build knowledge in new proprietary front-end solutions - which require expensive consultants and specific training - our approach seamlessly integrates with the most comprehensive analytics ecosystem -  Power BI - the Power Platform that includes: workflow management (MS Automate (Formerly Flow)), collaboration (MS Teams) and no code custom application development (PowerApps) as well as the most widely used business application Excel

  • Running and automating data warehouse processes and all aspects of CPM on a single platform based on market leading SQL Server technologies (Azure & on-premise)

  • Power BI Apps and Custom Visuals focused on write-back and planning, a 2 way (read/write) Excel integration and best practice process templates

  • Easy to use, automated workflows for cost center, HR, CAPEX, cash flow budgeting and forecasting as well as legal consolidation.

Languages Supported: English, German, Spanish

Acterys Features

  • 2-Factor Authentication
  • A/B Testing
  • Accounts Payable
  • Accounts Receivable
  • Analytics
  • API
  • Audience Targeting
  • Balance Sheet
  • Billing/Invoicing
  • Brand Management
  • Budgeting
  • Calendar Management
  • Contact Management
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Keyword Tracking
  • Lead Management
  • Lead Scoring
  • Link Tracking
  • Marketing Automation
  • Multi-Currency
  • Multi-Site
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Referral Tracking
  • Scheduling
  • SEO
  • Social-Media Integration
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Product Catalog
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Shipping Management
  • Order management
  • SAP Integration
  • Net Promoter Score
  • Status Notifications
  • Warehouse Management
Acterys Pricing

Acterys Pricing Plans


1 user(s) / month
  • Azure SQL Tenant with 2 GB Storage
  • 8 Acterys Power BI Visuals For Planning & Financial Reporting
  • Acterys Excel Add-on
  • Acterys Modeller SaaS application for model management

Plans starting from: $55.00/month Credit card required: No

Acterys FAQs

What is Acterys generally used for?

  • Planning processes
  • Budgeting workflows
  • Demand planning
  • Data warehouse automation

What are some applications Acterys is commonly used in tandem with?

  • Power BI
  • Excel
  • Web browser

Does Acterys offer an API?

REST API to integrate functionality in your own applications or workflow management solutions

Does Acterys offer multi-user capability (e.g. teams)?

Acterys is built to handle large scale concurrent use, write-back transactions

Who are the main user groups of Acterys?

  • Senior finance, CFO, reporting manager, management accountants, business analysts
  • Senior IT: CIO,
  • Franchisees
  • Accounting professionals
  • Business owners

Does Acterys integrate with any other apps?

  • Dynamics 365
  • HubSpot
  • MYOB
  • NetSuite
  • Power BI
  • QuickBooks
  • WorkflowMax
  • SAP
  • Xero

What platforms does Acterys support?

  • Windows
  • Power BI
  • Mac
  • Excel
  • Web browser

Does Acterys offer guides, tutorials and or customer support?

Detailed wiki and training platform

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